Strategic Financial Solutions Advisor

Bank of America; Allen (TX); On-site; USD 65,000 - 105,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized investment solutions. You will triage leads, refer to partners, and meet with clients to review goals, build financial plans, and recommend brokerage products such as stocks, bonds, and mutual funds.

The role requires licenses (Series 7/66 or 63/65) and prior investments experience; you will operate in a fast-paced environment with rotating Saturdays and a Monday–Friday schedule at

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum 1 year in investments and/or financial services or sales with targets met.
• Strong relationship-building and client-facing capabilities.
• Ability to work Monday–Friday with rotating Saturdays.
• Ability to understand regulatory due diligence in daily activities.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Attention to Detail

Risk Management

Client Solutions

Sales Skills

Time Management

Regulatory Knowledge

Team Collaboration

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized investment solutions. You will triage leads, refer to partners, and meet with clients to review goals, build financial plans, and recommend brokerage products such as stocks, bonds, and mutual funds.

The role requires licenses (Series 7/66 or 63/65) and prior investments experience; you will operate in a fast-paced environment with rotating Saturdays and a Monday–Friday schedule at